| Serial Number | 79419700 |
| Word Mark | POLICYBOOK |
| Filing Date | Thursday, December 19, 2024 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, March 20, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Pseudo Mark | POLICY BOOK |
| Goods and Services | Providing information on insurance matters; providing information on wealth management matters; providing online information about insurance and wealth management from a computer database or the internet; financial analysis and providing financial information in the field of insurance and wealth management. |
| Goods and Services | Software as a service (SAAS) services featuring software for use in data amalgamation in the fields of insurance and wealth management and distribution of insurance products; software as a service (SaaS) services featuring non-downloadable computer software for use in the fields of insurance and wealth management; software as a service (SaaS) services featuring non-downloadable computer software for use in data and database management in the fields of insurance and wealth management; software as a service (SaaS) services featuring non-downloadable computer software for analyzing data related to insurance needs and insurance products in the field of wealth management; software as a service (SaaS) services featuring non-downloadable computer software for use as an application programming interface (API) for use in database integration and management in the fields of insurance and wealth management; software as a service (SaaS) services featuring non-downloadable computer software for sharing data, transmitting data, creating data visualizations, data processing, data extracting, and analyzing data in the fields of insurance and wealth management; software as a service (SaaS) services featuring non-downloadable computer software for businesses in the field of wealth management to allow them to aggregate their insurance and other business data; software as a service (SaaS) services featuring non-downloadable computer software for the integration of artificial intelligence and machine learning in the field of big data for business data analytics in the fields of insurance and wealth management; application service provider featuring application programming interface (API) software for analyzing data related to insurance needs and insurance products in the field of wealth management; application service provider featuring application programming interface (API) software for gathering data related to insurance needs and insurance products in the field of wealth management; development of computer software for use in the fields of insurance and wealth management; technical support, namely troubleshooting of computer software problems in the field of insurance and wealth management. |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, March 20, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, March 20, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | PolicyBook Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | CA |
| Event Date | Event Description |
| Thursday, March 20, 2025 | SN ASSIGNED FOR SECT 66A APPL FROM IB |
| Saturday, March 22, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, March 22, 2025 | APPLICATION FILING RECEIPT MAILED |